IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,345
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.32M
3
+$6.5M
4
OKE icon
Oneok
OKE
+$5.65M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.96M

Top Sells

1
+$14.4M
2
+$12.3M
3
+$12M
4
BND icon
Vanguard Total Bond Market
BND
+$11.1M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.83M

Sector Composition

1 Financials 6.84%
2 Consumer Staples 6.25%
3 Technology 5.73%
4 Energy 5.71%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2676
$14K ﹤0.01%
848
-127
2677
$14K ﹤0.01%
189
-156
2678
$14K ﹤0.01%
1,000
2679
$14K ﹤0.01%
782
+433
2680
$14K ﹤0.01%
550
-1,000
2681
$14K ﹤0.01%
400
+200
2682
$14K ﹤0.01%
1,024
-159
2683
$14K ﹤0.01%
1,070
-422
2684
$14K ﹤0.01%
600
2685
$14K ﹤0.01%
931
2686
$14K ﹤0.01%
1,000
2687
$14K ﹤0.01%
430
2688
$14K ﹤0.01%
+1,032
2689
$14K ﹤0.01%
816
2690
$14K ﹤0.01%
564
+282
2691
$14K ﹤0.01%
12,125
+5,000
2692
$14K ﹤0.01%
50
+25
2693
$14K ﹤0.01%
7,824
+5,861
2694
$14K ﹤0.01%
1,248
-10
2695
$14K ﹤0.01%
+665
2696
$14K ﹤0.01%
553
-18
2697
$14K ﹤0.01%
1,200
2698
$14K ﹤0.01%
1
2699
$14K ﹤0.01%
42
-87
2700
$14K ﹤0.01%
177
-20
106 107
108
109 110